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More on Facebook's Q2: Monthly active users (MAUs) were 955M at end of June, +6% Q/Q and +29%...

More on Facebook's Q2: Monthly active users (MAUs) were 955M at end of June, +6% Q/Q and +29% Y/Y. Mobile MAUs were 543M, +11% Q/Q and +67% Y/Y. Ad revenue +14% Q/Q and +28% Y/Y (was 37% in Q1), 84% of total. Payments revenue +3% Q/Q (no Y/Y data), indicating a major slowdown. Capex +213% Y/Y to $413M. Operating cash flow of $129M, -47%. R&D and sales/marketing expenses up significantly. FB reverses course, now -8.7%. ZNGA -4.6%. (PR; call transcript)
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Comments (18)
  • TruffelPig
    , contributor
    Comments (4077) | Send Message
     
    Slowing down with a P/E of 80 ain't healthy.....
    26 Jul 2012, 04:32 PM Reply Like
  • dab3z
    , contributor
    Comments (312) | Send Message
     
    Unless you're Amazon.
    26 Jul 2012, 06:13 PM Reply Like
  • Wall Street Smart
    , contributor
    Comments (474) | Send Message
     
    It is over. Going to 15.
    26 Jul 2012, 04:36 PM Reply Like
  • GaltMachine
    , contributor
    Comments (1509) | Send Message
     
    FACEPLANT!
    26 Jul 2012, 04:39 PM Reply Like
  • Growtheport
    , contributor
    Comments (275) | Send Message
     
    Fartbook. Just because someone stumbles into a business idea and becomes a CEO doesn't mean he can lead a company.
    26 Jul 2012, 04:46 PM Reply Like
  • Stoploss
    , contributor
    Comments (1727) | Send Message
     
    MAU is BS, there is no way to accurately track it, if you ever were a user of FB your still counted as an active user.

     

    Now, you have a conflict between mau's, and ocf that should not be there.

     

    The best thing to do here is unwind this whole thing before somebody gets hurt.

     

    Fortunately for MZ, he didn't create FB, the GOV'T DID, according to the hric.

     

    So, it's their problem... LOL!!!
    26 Jul 2012, 04:47 PM Reply Like
  • Mike Maher
    , contributor
    Comments (2810) | Send Message
     
    Does anyone know off the top of their head when the lockup for insiders expires? I thought i remember reading it was shorter than a standard IPO, but I may be mistaken. I'd imagine thats the next catalyst for the stock to head lower.
    26 Jul 2012, 05:18 PM Reply Like
  • David Urban
    , contributor
    Comments (1036) | Send Message
     
    2nd the MAU numbers and would like to add that many people have two accounts. One for work and one for friends.

     

    I would like to know uniques rather than MAU's.
    26 Jul 2012, 06:02 PM Reply Like
  • Deepinthemoney
    , contributor
    Comments (2) | Send Message
     
    Reverse split coming, and then a massive short
    26 Jul 2012, 06:13 PM Reply Like
  • INVESTGROUP
    , contributor
    Comments (29) | Send Message
     
    time to load up on znga and fb
    26 Jul 2012, 06:16 PM Reply Like
  • Econdoc
    , contributor
    Comments (2944) | Send Message
     
    just is not growing fast enough to justify the PE

     

    this is a 10 to 15 dollar stock until they can pick up the growth

     

    E
    26 Jul 2012, 06:16 PM Reply Like
  • Tack
    , contributor
    Comments (14117) | Send Message
     
    Econ:

     

    FB has already experienced their halcyon growth days. They waited way too long for their IPO and were lucky to get the price they did at that moment.
    26 Jul 2012, 10:29 PM Reply Like
  • lilell1919
    , contributor
    Comments (2) | Send Message
     
    its next month in august sometime
    26 Jul 2012, 06:37 PM Reply Like
  • Mike Maher
    , contributor
    Comments (2810) | Send Message
     
    August 20th, I think. I broke down and looked it up lol
    26 Jul 2012, 06:47 PM Reply Like
  • jakewehrell
    , contributor
    Comments (82) | Send Message
     
    I have to conclude that monetization and profits WILL occur - and the stock price will rise sharply eventually, or.... this IPO will go down as the biggest screwup in the history of any exchange!
    26 Jul 2012, 11:29 PM Reply Like
  • Mike Maher
    , contributor
    Comments (2810) | Send Message
     
    The business not succeeding isnt the exchanges fault, they're just the market place for the buyers and sellers.
    27 Jul 2012, 12:19 AM Reply Like
  • 867046
    , contributor
    Comments (398) | Send Message
     
    There will be some price point say 3$ - 5$, where GOOG will pick up FB.
    27 Jul 2012, 07:08 AM Reply Like
  • Aristiphones
    , contributor
    Comments (1325) | Send Message
     
    that's my view. the people who got caught up in this thing will take historic losses. "nothing that can't be written off" of course.
    27 Jul 2012, 07:12 AM Reply Like
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